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Resources
Check back often, as we will be regularly adding newsletters, videos, slide show presentations and informational literature and forms to this page.
2011 STATE "Specific" MEDICAID DESK REFERENCES
To obtain a State "Specific" Medicaid Desk Reference, please feel free to email us with the request.
2011 MEDICARE & SOCIAL SECURITY ADJUSTMENTS CHART
PLANNING LETTERS:
To see the depth and extent to which we review your unique circumstances for free, please review one of the Planning Letters below:
PLANNING LETTER 1: Client hospitalized prior to nursing home need
PLANNING LETTER 2: Client receiving care at home
NEWSLETTERS:
A one to two page synopsis that highlights the strategies within a given topic.
BY DATE:
10.20.2010 PreNeed (Pre-Paid) Funeral & Burial Plans
06.03.2010 Single Premium Whole Life Insurance Policy w/ Minimal Cash Value
05.10.2010 Hypothetical Case Example (Veteran in a Nursing Home)
04.01.2010 Using Aid & Attendance to Pay for a Nursing Home Stay
02.09.2010 Caring for Senior Veterans - VA Long Term Care Benefits
12.01.2009 Long Term Care Services Provided by the Department of Veterans Affairs
10.05.2009 Meeting the Asset Test for the Veteran's Aid & Attendance Benefit
07.30.2009 Personal Care Agreements
05.18.2009 Endowment Life Insurance Contract
04.16.2009 Veteran's Pension - The Aid & Attendance Benefit
12.01.2008 IRA and Tax-Qualified Medicaid Annuity - Single Individual
11.17.2008 IRA and Tax-Qualified Medicaid Annuity - Community Spouse
10.14.2008 IRA and Tax-Qualified Medicaid Annuity Payout Options
06.12.2008 Medicaid Annuity Planning for an Unmarried Individual
04.20.2008 Medicaid Annuity in the Name of the Community Spouse
02.16.2009 Medicaid Annuity & Half-a-Loaf Planning
10.01.2007 Annuities & Half-a-Loaf Planning Post DRA
09.01.2007 Endowment Life vs. Annuity Post DRA
UNDATED:
APS Spousal Solution
Dovetailing Medicaid with Veterans Aid & Attendance Income
How does a Veteran Qualify for Aid & Attendance Pension
Importance of Correct Documentation in Obtaining Veterans Income Benefits
Long Term Care Income Benefit for the Surviving Spouse of a Veteran
Meeting the Asset Test for Veterans Aid & Attendance Benefit
Qualifying for Veterans Disability Payments Despite High Income
Understanding How Veteran's Aid & Attendance Works with Medicaid
What is the Veteran's Aid & Attendance Pension Benefit
FORMS:
Given your needs, the following forms may be printed, completed and submitted to us to aid in determining and analyzing your unique situation.
Veteran’s
Long-Term Care
Life Insurance
Funeral Trust
Burial Plan
DOCUMENTS & ARTICLES
Deficit Reducion Act of 2005
Enclosure - Sections 6011 and 6016 of the Deficit Reduction Act of 2005
STATE MEDICAID MANUALS
STATE "Specific" MEDICAID LIFE EXPECTANCY TABLES
California
Colorado
Delaware
Georgia
Idaho
Illinois
Kansas
Louisiana
Michigan
Mississippi
Montana
New Mexico
North Carolina
North Dakota
South Carolina
Utah
Virginia
West Virginia
***ALL OTHER STATES***
CASE DECISIONS/OPINIONS (The use of annuities in the context of Medicaid planning)
Arkansas ***NEW***
12.22.2010 - Richard F. Jackson v. Arkansas Department of Human Services
Connecticut
08.11.2010 - John F. Lopes v. Michael P. Starkowski, Connecticut Department of Social Services
Missouri
04.20.2010 - J.P. ET AL v. Missouri Family Support Division
Oklahoma
09.24.2010 - Leroy and Glenda Morris v. Oklahoma Department of Human Services
Ohio
11.19.2010 - Paul Rorick v. Ohio Department of Job and Family Services
Wisconsin
01.29.2010 - Brenda R. Haskins, Atty for Petitioner v. Department of Health Services
VIDEOS:
***Coming Soon***
SLIDESHOWS:
***Coming Soon***
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